Roberto Andreoli Email

Sounding Board member @ Swiss Association of Wealth Managers (SAM)

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Roberto Andreoli's Location

Lugano, TI, CH

Roberto Andreoli's Work

Sounding Board member @ Swiss Association of Wealth Managers (SAM)
Managing Director - Chief Compliance Officer @ Carthesio SA
Chief Business Development Officer - Segretario CdA @ Carthesio SA

Chief Compliance Officer @ Carthesio SA
Head Of Operations @ Carthesio SA
Responsabile BO Clienti Gestioni Patrimoniali Individuali @ Aureo Gestioni Sgr

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Roberto Andreoli's Education

Università Cattolica del Sacro Cuore
Laurea Magistrale LM in Scienze Bancarie, Finanziarie ed Assicurative (Scienze bancarie, finanziarie e assicurative - Spec. Intermediari Finanziari)
1994 - 1999
Università degli Studi dell'Insubria
Corso di Master Universitario di 2° livello-CMU2 (Economia)
2022 - 2023
Istituto Tecnico Commerciale F. Daverio - Varese
Diploma ITC
1990 - 1994

Conservatorio G. Verdi, Milano
(Oboe)
Liceo Musicale, Varese
(Oboe)

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Roberto Andreoli's Skills

Wealth Management and Compliance
Management
Mercati finanziari

Banking
Financial Regulation and Compliance
Regolamenti Finanziari
Gestione patrimoniale
Investimenti
Business plan
Microsoft Office

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Roberto Andreoli's Summary

Roberto Andreoli, based in Lugano, TI, CH, is currently a Sounding Board member at Associazione Svizzera di Gestori patrimoniali (ASG), bringing experience from previous roles at Carthesio SA. Roberto Andreoli holds a 1994 - 1999 Laurea Magistrale LM in Scienze Bancarie, Finanziarie ed Assicurative in Scienze bancarie, finanziarie e assicurative - Spec. Intermediari Finanziari @ Università Cattolica del Sacro Cuore. With a robust skill set that includes Wealth Management and Compliance, Management, Mercati finanziari, Banking, Financial Regulation and Compliance and more, Roberto Andreoli contributes valuable insights to the industry. Roberto Andreoli has 2 emails on RocketReach.